At the beginning of the year, I gave a talk about “geopolitical risk” to a big conference of investors. I trotted briskly around the course: Russia, the Middle East, the South China sea, the eurozone. Afterwards, I was having coffee with one of the other speakers, a celebrated private-equity investor, and asked him how much he thought about geopolitical risk.
年初,我在一次大型投資者會(huì)議上做了有關(guān)“地緣政治風(fēng)險(xiǎn)”的演講。我簡(jiǎn)略地從俄羅斯、中東、南中國(guó)海一路講到歐元區(qū)。之后,我跟另一名演講者、一位著名的私人股本投資人喝咖啡,問他對(duì)地緣政治風(fēng)險(xiǎn)怎么看。
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